SearchUnify provides organizations four ways in which they can prevent unauthorized access to content through search. Let's start with the most effective option.
Copy Access Control Settings to Search Results with Okta
This is the most secure method if you have a large team accessing information from multiple content sources. Okta is a popular identity management software and is supported in SearchUnify out-of-the-box. The instructions to set it up are on Use an Identity Management Software (SSO Sign-In) to Log into SearchUnify.
Create Several Content Source – Search Client Groups
This is a low-tech way to secure information but it's quicker and works as well as Okta when only a handful of teams using separate content sources are involved. A SearchUnify admin can create a search client for each team and connect each search client with only those content sources that its users need. In an organization of two teams, one search client can be connected with Salesforce and YouTube for support reps and another search client can be linked with Jira for managers.
Remove Documents from an Index
Another quick but low-tech way is to manually remove a handful of documents from the index of a search client so that those documents become unsearchable. The only downside of manual removal is that admins have to remove them after each crawl. If your index isn't updated frequently, you might want to check out the article on Total Documents.
Create Access Control Settings Based on Content Field Values
More complex than the previous two, but entirely worth your time if you don't use an identity management software and want something more advanced than Total Documents and a dedicated search client for each time. In Search Clients > Edit > Content Sources > Create Formula, admin can select content fields, such as tags and URLs, and remove from search results the documents with certain content field values. For instance, the docs tagged "internal" or "archived". The instructions to use are on Create Formula.
How do you track which user, at what time and what type of the changes are done to Search Tuning Settings in the Admin Panel?
Reported product version
Resolved in version
Search Tuning changes can be tracked via "Admin logs" present in the "Security" tab of the Admin Panel for a given date range.
Below are the navigation steps:
Login to the Admin Panel.
Go to the "Security" on the left side.
Select "Admin Logs" and select the date range for which you want to see the Search Tuning Change activities.
Information will be available under the columns User/Email ID, Activity Time, Activity Information.
For more information kindly visit : https://docs.searchunify.com/Content/Security/Admin-Logs.htm?
Mamba 20 or later versions
Steps to add a new user:
Log into your instance and navigate to Manage Users.
Click Invite New User.
A dialog will open. Enter the new user's email ID (User Email) and their role (Admin/Moderator).
The user will receive an email. Ask them to click the link and follow the instructions.
A help article with images on adding users can be found on Add a User.
Steps to delete a user:
Log into your instance and Naviage to Manage Users.
Click Admin Users.
Click delete in the Action column.
A help article with images on deleting users can be found on Delete a User.